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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when inbound call arrives
Runs when text message is sent
Runs when outbound call ends.
Runs when Call Routing Completes
Runs when call is modified
Runs when text message is received.
Action is the task that follows automatically within your Wbiztool integrations.
Send customized transctional WhatsApp message from your personal WhatsApp account with any trigger.
Send Image WhatsApp message from your personal WhatsApp account with any trigger.
Send transctional text WhatsApp message from your personal WhatsApp account with any trigger.
Send Pdf WhatsApp message from your personal WhatsApp account with any trigger.
Sends a text message to a customer's phone number.
Make an outbound call from your business number to a customer.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Wbiztool and CallRail accounts to viaSocket. Once connected, you can set up a workflow where an event in Wbiztool triggers actions in CallRail (or vice versa).
Absolutely. You can customize how Wbiztool data is recorded in CallRail. This includes choosing which data fields go into which fields of CallRail, setting up custom formats, and filtering out unwanted information.
The data sync between Wbiztool and CallRail typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Wbiztool and CallRail. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Wbiz Tool is a comprehensive platform designed to streamline business operations and enhance productivity through a suite of tools tailored for small to medium-sized enterprises. It offers solutions for project management, team collaboration, and workflow automation, enabling businesses to optimize their processes and achieve their goals efficiently.
Learn MoreCallRail is a powerful call tracking and analytics platform designed to help businesses optimize their marketing efforts by providing detailed insights into phone call interactions. It enables users to track, record, and analyze calls to improve customer engagement and enhance marketing strategies.
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